How to make quick action available on salesforce mobile app


From the Contact object management settings, go to Page Layouts and click Contact Layout. In the Salesforce Mobile and Lightning Experience Actions, if you see a link to override the predefined actions, click the link to override. Select Mobile & Lightning Actions in the palette, then drag the New Showing quick action into the mobile section.

From the Object Manager, click Page Layouts under Work Orders. Click the work order page layout. From the layout editor, select Quick Actions. Drag your newly created action into the Quick Actions in the Salesforce Classic Publisher section.


How to train your users on Salesforce?

Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch …

How to create a campaign in Salesforce?

Steps Download Article

  1. Sign into your Salesforce account. You will be asked for an email and a password. …
  2. Go to the “Campaigns” tab, which will be toward the left hand side of your horizontal options for your Salesforce account.
  3. Choose whether it is a “Parent” campaign or a “Child” campaign in the drop down menu for Campaign Record Type.

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How to create master detail relationship in Salesforce?


  • Only up to two master detail relationships are allowed for an object.
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  • We can’t create a Master-detail relationship when the custom object already contains data.
  • Each object is allowed to have one or two masters or up to 8 details.

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Why should we use Salesforce?

Why Visualforce is used in Salesforce ?

  • Visualforce is used to create components that can be embedded into dashboards or accesses from their own custom tab.
  • We can embed sections with in the detail page.
  • Using visualforce we design visualforce page to display the activities for last 10 months and we can embed that section at the top of the contact detail page.

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How do I add quick action to my mobile app?

Add a quick action in your mobile applicationsNavigate to Now Mobile App > Applet Launchers.In the applet launchers [sys_sg_applet_launcher] table, open the applet launcher record that you would like to add the catalog item to. … Select the Body tab.Add a record under the Quick Actions Menu Maps related list.More items…•

How do I turn on quick actions in Salesforce?

Create a Quick ActionClick the setup gear. … Enter Global Actions in the Quick Find and select Global Actions.Click New Action.Leave the Action Type as Create a Record. … In the Label field, enter Waypoint . … Click Save.In the next Action Layout screen, leave Waypoint Name as the only field in the layout.

Where are Salesforce quick actions?

In Salesforce Classic, quick actions appear in the Chatter publisher when Chatter Settings are enabled. In Lightning Experience, they appear in different areas of the user interface, depending on the action’s type.

How do I create mobile and lightning actions in Salesforce?

Add the Action to Page LayoutClick. … Click Object Manager.Select the object name you created an action for. … Click Page Layouts.Click the Page Layout Name to add the new quick action button to. … Select Mobile & Lightning Actions.In this example, click override the predefined actions to customize the Contact layout.More items…•

Where can you perform quick actions on iPhone?

Quick Actions are only available on iPhone 6s and future 3D Touch enabled devices. To enable Quick Actions, tap the gear icon in the top left of the main view to enter settings, then tap the “Quick Actions” row. From here you can add, delete, and rearrange actions.

How do you show quick action in lightning?

Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.

What are the ways to customize navigation in Salesforce Mobile App?

To customize navigation items, in the Quick Find box, enter Navigation , and select Salesforce Navigation. After you save your changes, refresh the Salesforce mobile app to see the changes. Tip When organizing the menu items, put the items that users use most at the top. Displays a list of the user’s pending approvals.

How do I change the quick action layout in Salesforce?

To view and edit the layouts for global actions in Setup, enter Actions in the Quick Find box, then select Global Actions and then click Layout next to the action’s name. To view and edit the layouts for object-specific actions, find the object in Setup, then go to Buttons, Links, and Actions.

How do I add a button to quick action?

In the list of components, click “Quick Actions”. Then drag the “New Request” component into the “Quick Actions” panel. Then click the “Save” button. You can now find your Quick Action button by going onto a contact’s profile page, clicking “More” and then selecting “New Request” from the drop-down menu.

How should an administrator make the quick action available on the Salesforce Mobile App?

From the Object Manager, click Page Layouts under Work Orders. Click the work order page layout. From the layout editor, select Quick Actions. Drag your newly created action into the Quick Actions in the Salesforce Classic Publisher section.

Where are Salesforce Mobile and lightning experience actions?

In Lightning Experience, actions appear in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear on a record page, in one of several places depending on the action’s type.

What is Quick action flow in Salesforce?

Quick actions enable you to perform a series of actions with just a few clicks. You can also create customized quick actions based on the specific needs of your users. Add a quick action to your interface so that users can easily launch your flows.

What is a quick action in Salesforce?

With custom quick actions, you can make your users’ navigation and workflow as smooth as possible by giving them convenient access to information that’s most important. For example, you can let users create or update records and log calls directly in their Chatter feed or from their mobile device.

Can you customize Quick Actions?

After creating quick actions, you can customize them. Quick actions have their own action layouts, which let you specify which fields are included in the action, and in which order.

What is a quick action?

Quick Actions are things you want to do immediately from your mobile device. These actions live in a special place called the Publisher. You can customize the Publisher so that your most important actions are there at your fingertips. First let’s create the Quick Action. Click and select Setup.

Can you create a mobile app on Salesforce?

When you create an app with the Salesforce Platform, you automatically create a mobile version of the app . As you might imagine, you can further customize the mobile app in many ways. In this step, you create a Quick Action.

Types of Salesforce Quick Actions

Global Actions: are not related to a specific record and can be placed anywhere that actions are supported.

Global Publisher Layouts

So, we’ve seen where actions can be accessed and used, but what determines their order? Global publisher layouts can be set up to determine the order actions appear in certain interfaces, such as the Home tab, Chatter tab and mobile app.

Salesforce Global Actions

Global Actions are not related to a specific record and can be placed anywhere that actions are supported. Example Global Actions include:

Salesforce Object-Specific Actions

Salesforce Object-specific Actions work much the same as Global Actions, however they are related to a particular object! Trust me when I say you are familiar with this type of functionality – when you create a Contact via the Contacts related list on an Account record, the ‘Account Name’ field is populated for you.

Quick Actions: The Sequel

At this point, you can feel pretty proud of your mobile customization skills. You’re an expert at creating global actions, and you’re ready to face your next challenge: object-specific actions. Never fear—the process of creating an object-specific action is very similar to creating a global action, so this unit will be a breeze.

Object-Specific Actions in the Salesforce Mobile App

To kick off our discussion of object-specific actions, let’s talk about what makes them different than global actions.

The DreamHouse Scenario

When D’Angelo did his ride-alongs with a few DreamHouse Realty brokers, he noticed they spent a lot of time showing properties to prospective buyers and managing their schedule. He wants to give the brokers a fast way to schedule a new showing in the Salesforce mobile app, so he’ll create an action that will appear on the contact detail page.

Lay the Groundwork

To simulate the DreamHouse use case, you need to build a few things in your own org first. Now, now…no grumbling. We promise it’ll be worth it. You’ll get to witness the power of object-specific actions in a real-world scenario, plus you can practice your wicked platform-building skills.

Create an Object-Specific Action

Whew, you made it through your homework assignment. Now that all the pieces are in place, you can enjoy your reward—helping D’Angelo create an awesome object-specific action.

Test the Action in the Salesforce Mobile App

Here comes the really satisfying part—it’s time to test your beautiful new action in the mobile app. So fire up Salesforce on your device, and let’s walk through this use case together.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

Where are global actions in Salesforce?

Global actions can be used anywhere in Salesforce globally on the chatter feed page, Home page and Groups page . These are not associated with any other objects. These can be used on any objects page layout and added to the global publisher layout. Global actions let users create or update records, log call details or send mails.

What is an object specific quick action?

Object-specific quick actions: The name itself specifies it’s related to a particular object. Whenever you want the action to be used only on a particular Object, we use Object Specific Actions. These actions are displayed on the details page layout of a record. It can only be used on the Object Page layout of the Object on which it is created.

How to create a related record in Salesforce?

Whenever you want to create a related record in Salesforce, you must go to that particular record on which you want to create a related record and scroll down to go to that related list. There you will find a button new with the object name and then you have to click on that. This opens a new page on which you enter the detail in there and click on save. If you have to go back to the previous page then, you have to click on the previous page button on the browser. Instead of this, we can create a button or link which on click opens an interface where you can create the required record with the selected fields without moving to another page. All this can be achieved with the help of Quick Actions. We can not only create records but also update records, log calls, send emails and also call Visualforce Pages. Let’s discuss them in detail.


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